Help Desk Support

There are various ways to access support and and on-going after care when you become a customer.  


Every CRM trial account or customer has an Account Manager. 

This is the person you first have had contact with, who understands your business needs from the very beginning.  

You may have had an online demo, phone contacts or a face to face meeting with them. 

It is their role to stay in touch with you as and when you need it. 


We also have a Help Desk that you can access for support questions via: 


1. Click on the Help icon along the menu bar of your CRM account: 

Alternatively, click on the orange Feedback and Support button located at the bottom right corner of your CRM account:

2. Click on the Envelope icon as shown below to send us an email directly from your account which will go straight into our Help Desk as a ticket where one of our Support Team will respond to you. 

3. Alternatively send an email directly to our support desk so that one of our Support Team can assist you. 


Alternatively please click here to view our short video of how to use the Help section inside your CRM account to view support video tutorials on the features of the CRM such as Contacts, Tasks, Calendar and e-Marketing and more.


Contact us by phone on our Helpline number: +44 (0)800 112 0224 to speak with one of our Support Team directly. 


Trial Screen-share

This is a great way for us to give on-line screen-share tours if you are on a Free trial where we can answer questions and concentrate on what your key needs are to book your online screen share please contact our support desk.  

Training Screen-share

We offer 121 or group sessions of online training to help you and the team get up to speed, providing you with short cut hints and tips and advice on customisation etc, to find out more please email our Support Helpdesk.